Q4 2026 Epack Durable Ltd Earnings Call Transcript
Key Points
- EPACK Durable Ltd (NSE:EPACK) added five new customers in Q4 FY26, bringing the total customer additions to 17 for the year, reflecting strengthened customer relationships and reduced concentration risk.
- The company's SDA and LDA component business demonstrated robust growth, supported by healthy order inflows across both existing and newly launched products.
- EPACK Durable Ltd's component business delivered approximately 50% year-on-year growth, driven by increasing localization requirements and deeper customer integration.
- Investments in strategic capacity expansion and localization initiatives are expected to support long-term growth, with a CapEx of INR79 crores incurred in Q4 FY26.
- The partnership with Hisense through EPACK Manufacturing Technologies Limited became operational in Q4 FY26, marking a significant milestone in the company's manufacturing expansion journey.
- Revenue from operations declined by 8% year-on-year in Q4 FY26, and by 12.7% for the full financial year.
- EBITDA for Q4 FY26 decreased by 64.2% year-on-year, with the EBITDA margin dropping from 11.21% to 4.37%.
- The company reversed previously recognized PLI income amounting to INR32.42 crores due to evolving assessments and ongoing procedural reviews.
- Net profit for Q4 FY26 was only INR2.4 lakhs, indicating significant profitability challenges.
- The room air conditioning (RAC) segment faced temporary pressure due to revised BEE norms, uneven seasonal uptake, and elevated inventory levels, impacting industry-wide profitability.
Ladies and gentlemen, good day, and welcome to the EPACK Durable Limited Q4 FY26 earnings conference call hosted by ICICI Securities. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Manan Goyal from ICICI Securities. Thank you, and over to you, sir.
Thank you. On behalf of ICICI Securities, we welcome you all to Q4 and FY26 results conference call of EPACK Durable Limited. Today, we have with us senior management represented by Mr. Bajrang Bothra, Chairman and Whole-Time Director; Mr. Ajay DD Singhania, Managing Director and CEO; Mr. Rajesh Kumar Mittal, CFO.
Now I hand over the call to the management for their initial comments on the quarterly and annual performance. Then we will open the floor for Q&A session. Thank you, and over to you, Mr. Rajesh sir.
Thank you, Manan. Thank you, and good morning, everyone. Welcome to our call
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